Roger Flueckiger Jr.

Cory Reckard is the sole advisor at Reckard CPA Advisors, LLC in Poneto, Indiana, holding Series 63 and Series 65 licenses with 14 years of industry experience. His prior work includes roles at H&R Block / Block Advisors and Emshwiller Scheer Accountancy Co, as well as operating his own CPA firm since 2001. In addition to advisory services, he owns Reckard CPA Group, which provides tax planning, accounting, and sales of life insurance and fixed annuity products under a state-approved license. Reckard CPA Advisors, LLC is a single-advisor registered investment adviser focused on evaluating clients’ financial situations and referring them to Atlas Capital Management Corp.’s advisory services. The firm does not provide direct portfolio management or custody client assets, operating on a referral-based model rather than charging fees based on assets under management.

Kaden Bussel is a financial advisor at OneAscent Financial Services LLC with one year of industry experience. He holds the Series 65 credential and has worked at OneAscent since 2021. Outside of his advisory role, Bussel owns and manages a duplex through H&K Estates LLC. OneAscent Financial Services LLC manages approximately $2.61 billion through 57 advisors, serving individuals, pension plans, trusts, charitable organizations, and corporate clients. The firm offers discretionary and non-discretionary asset management, financial planning, ERISA fiduciary services, and access to unified managed account programs.

Jordan Arnold is a CFP® with six years of industry experience, currently serving as a financial advisor at OneAscent Financial Services LLC since 2023. His prior roles include positions at Gateway Wealth Partners, Advisors' Pride Inc., LPL Financial, First Bank of Berne, and iAB Financial Bank. Outside of his advisory role, Arnold is involved with the Wells County Dream Center and Wells County Lifewise, both nonprofit organizations where he serves in an uncompensated capacity. OneAscent Financial Services LLC is a registered investment adviser managing approximately $2.61 billion through a network of 57 advisors. The firm serves individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporate clients, offering a range of asset management and financial planning services with a focus on individualized asset allocation and a combination of direct management and third-party strategies.

Joseph Streveler is a financial advisor with Lincoln Investment, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has worked at Lincoln Investment since 2017 and previously spent 12 years with Legend Equities Corporation. Lincoln Investment is an SEC-registered investment adviser and broker-dealer managing approximately $18.9 billion in assets. The firm serves a diverse client base including individuals, employers, retirement plan participants, charitable organizations, corporations, and other registered investment advisers, offering a range of financial planning and portfolio management services.

Eric Blessing is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with PNC Investments since 2016 and previously worked at Young America Capital. Outside of his advisory role, he serves on the board of the Creative Arts Council of Wells County and volunteers as a Court Appointed Special Advocate for the Wells County Department of Child Services. PNC Wealth Management provides retail brokerage and advisory services, including a model-based digital portfolio offering available to select employees that uses algorithm-driven risk assessment and implements investments via approved model strategies with annual rebalancing and limited direct client trading.

Ronald Covington is a financial advisor with Capital Analysts, holding a Series 63 designation and bringing 41 years of industry experience. He has been with Lincoln Investment since 2017 and previously worked at Legend Equities Corporation from 2010 to 2017. Outside of his advisory role, he serves on the board of a faith-based camp and retreat center and volunteers with a homeless shelter and food pantry. Capital Analysts provides advisory services to a diverse client base, including individuals, high-net-worth clients, charitable organizations, and institutional investors. The firm combines quantitative research and advisor-level consulting to offer customized portfolios across mutual funds, ETFs, and equities, managing approximately $8.9 billion in advisory assets as of the end of 2024.